Hello,
There is a requirement to update the payment terms of an already Posted and authorised customer invoice. Is there a possibility in the IFS functionality to reverse the state of the invoice to ‘Preliminary’?
Many Thanks
Can the Posted Auth Customer Invoices be reversed back to the Preliminary State
Hello
Navigate to AR Customer Invoices Analysis window. Find the invoice. RMB on the line and Modify Payment Term Info
This will resolve your issue.
Alternatively you can navigate to Customer Analysis window. Find the customer and select the invoice on Ledger Items tab. RMB on the line and click Customer Installment Plan.
Change payment term ID using list of values.
Applies both cloud as well
See cloud versions below
AR Customer Invoice Analysis
Installment Plan and Discount
Hope this resolves your issue
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